Watch your account balances to see if someone else is moving your money around or using it for themselves By James Ward James Ward Nice truck, dad! Where’s your money? Who has control of the [...]
Know who’s preparing your documents, and know what those documents say. By James Ward James Ward While it may seem odd, it happens rather frequently. People come in with their legal documents that were [...]
If you want to protect an elder, take the right steps. By James Ward James Ward Sometimes people ask for help, but then never follow through on the advice they’re given. It’s not just advice [...]
There is no “magical” age when you need help on making financial decisions. By James Ward James Ward How much is something worth? How much is the value as it relates to your net worth? [...]
It’s frustrating to see clients with inadequate legal documents. By James Ward James Ward Do you already have an estate plan that includes a trust and a durable power of attorney? When was the last [...]
It’s frustrating to see clients with inadequate legal documents. By James Ward James Ward Do you already have an estate plan that includes a trust and a durable power of attorney? When was the last [...]
It’s frustrating to see clients with inadequate legal documents. By James Ward James Ward Do you already have an estate plan that includes a trust and a durable power of attorney? When was the last [...]
If the children are three and five years old, clients need to think about the age and health of the guardians By James Ward James Ward What happens when a child or youth younger than [...]
In many cases, a person labeled a “social worker” is really a profit center for the nursing home or hospital. By James Ward James Ward We live in a complex world, and very few of [...]
Make sure you have the right documents and people in place to protect you and your wishes. By James Ward James Ward I encourage you to get your estate planning documents in order —and make [...]